TIP: When using auto-save, the backup is saved to your computer and over-writes the previous backup.
Disabling Auto-Save: You can uncheck this feature to disable auto-save, in which case you will want to manually save a backup each time you make changes to your layouts or settings that you wish to keep.
Manual Backup
If you have Auto-Save turned off (as described above), back up your layouts and settings by going to the main menu and clicking File > Save all Layouts and Settings. As with auto-save, this method will save your backup to your com-puter and overwrite the previous backup.
Saving Backup to External File or Schwab Server
Another way to back up your files is via the Save As... menu item in the main File menu. Using this, you can either save to the Schwab server or save locally to your hard drive or other storage device.
l Schwab Server - Save up to 5 layouts to the Schwab Server. When you click Save to Schwab Server, a window displays showing you all your server-saved layouts. Assign your backup a name in the Layout Name field and click Save. Delete saved layouts by clicking the X next to the lay-out you wish to delete.
l Local File - To save more than 5 versions of your layouts and settings, save them locally. File names will default to include the date of the backup, or you can give them unique names of your choosing. If you use the same file name, it will overwrite the previously saved version of the same name.
Loading a Saved Backup
Schwab Server: To restore your backup from the Schwab server:
1. Go to the main menu and click File > Load...
2. In the expanding menu, select the backup you wish to load.
Local File: To restore a backup saved locally to your hard drive or other storage device:
1. Go to the main menu and click File > Load...
2. Choose Load from Local File. Find and select the backup file (likely in the Saved Data folder of your StreetSmart Edge® directory) and click Open.
The current layout and settings will be backed up to your local drive. You may revert to the previous layouts and settings by choosing Undo Load from the File menu.
Undo Backup Load
Each time you load a new layout, a backup is saved so that if you change your mind and want to revert to your previous settings, you may do so by select
Undo Load from the File menu.
Title Bar
The Title Bar is found at the top of all "symbol-specific" tools in StreetSmart Edge®.
The All in One, Trading, Charts, and News tools, as well as the Symbol Hub and Recognia tools each have the Title Bar at the top, because the information they provide is related to one main symbol.
Compact Title Bar: Right-click on the Title Bar and select Compact Title Bar if you want the bar to take up slightly less space on your screen. It will still show most of the information below, minus the Exchange, FSI Codes, and Hard to Bor-row indicators.
TIP: The feature all windows in the software share, whether they are symbol-specific or not, is theTool Link Icon, which allows you to specify which other windows update when you load or click on a symbol.
Title Bar Features
Symbol To load a symbol, click in the field, type the new symbol, and press Enter on your keyboard or click Go.
You can also choose from recently loaded sym-bols by clicking the down arrow in the symbol field.
Copy & Paste for Symbols: For option sym-bols, rather than having to type the full symbol in, you can right-click on a symbol in the Option Chains and select Copy. Then right-click in the Symbol field and select Paste to load the sym-bol. For more on the copy and paste functionality seeCopy and Paste Option Symbols.
Quote Shows the last trade price.
Tick Shows whether the security is up or down for the day.
Change/Change% Shows the change in price from previous close.
Description Shows the company or index name.
Exchange Shows the exchange on which the security trades.
FSI Codes A letter after the security name is the Financial
Title Bar Features
FSI Codes
C Creations and/or Redemptions suspended for Exchange traded product
D Deficient: Issuer failed to meet Exchange con-tinued listing requirements
E Delinquent: Issuer missed regulatory filing deadline
Q Bankrupt: Issuer has filed for bankruptcy G Deficient and Bankrupt
H Deficient and Delinquent J Delinquent and Bankrupt
K Deficient, Delinquent, and Bankrupt Hard to Borrow
(HTB)
Stocks that may be difficult to borrow for short-ing purposes will have a Hard to Borrow indic-ator under the name of the exchange. If the stock you wish to short has this indicator, con-sider that it may be difficult to fill your order. For questions on shortable share availability, please contact Securities Lending at 1-800-355-2448.
Regulatory Circuit Breaker (RCB)
Stocks that have triggered the regulatory circuit breaker will be annotated with a “RCB” indicator in theTitle Barof a window.
National securities exchanges and FINRA have implemented a new "limit up/limit down" mech-anism (FINRA Rule 6190) to combat extraordin-ary market volatility. The new regulation
mandates that firms prevent trades in listed equity securities from occurring outside of a spe-cified price band, which will be set at a per-centage level above and below the average price of the security over the immediately preceding five-minute period.
More information on what triggers a Regulatory Circuit Breaker can be found atNYSEorNASDAQ.
Tool Link Icon The Tool Link Icon provides a way for you to link multiple tools so that when a sym-bol is loaded in one, it changes in all the linked tools.
Title Bar Features
For non-symbol specific tools, double-clicking on a symbol will load that symbol in the linked tools.
EXAMPLE
If you set your Chart, Trade and Watch List tools to the green triangle icon, any time you load a symbol in the Chart tool, it will load in the Trade tool. And if you double-click on a symbol in your Watch List, it will load in both the Trade and Chart tools.
Changing the Icon: Change the icon for a tool by clicking on it (default is the red diamond) and selecting a different icon from the list.
Breaking Link: If you want a tool to be com-pletely separate and have no link to other tools, choose the broken link icon at the bottom of the icon drop-down.
Order/Position Status
This area indicates whether your account has an order or a position in the current security, regard-less of security type.
Order Status Indicator
l indicates you have one open order for this symbol in your account.
l Click the indicator to display a list of all option and equity orders in your account for the underlying symbol.
l The list shows the details of each order (price, venue, quantity, etc.), order number, and quantity filled.
l It also gives you quick access links to Cancel, Change, or Add/Edit Brackets for each order.
l Buttons at the top of the list also allow you to Cancel All [symbol] Equity Orders or Cancel All Open Orders. These actions can also be accessed by right-clicking the Order Status Indicator.
l For more on changing, canceling, or editing brackets, seeChanging or Canceling Orders.
Title Bar Features
l indicates you have one pos-ition for 100 shares Long (pospos-ition size does not include option positions) with an aver-age cost basis of 22.31 per share.
l Click the indicator to display a list of all option and equity positions in your account for the underlying symbol.
l The list shows each equity position, each option position, unrealized P&L for each, and includes a link to Close Position and Rol-lout Position (for option positions).
l Clicking the Close Position link will open a trade window with the quantity pre-filled and Close All selected (you can uncheck Close All and reduce the quantity if you wish). Clicking Rollout Position will open the All in One Trade tool with a ticket and option chain set up to place a rollout order.
l Click Review Order to review the order and then Place Order to send the order.
Main Menu
The main menu at the top of your StreetSmart Edge® window provides access to global tasks in the software, such as managing your layout and general settings.
It also has easy linking to Schwab.com and both Live Help and software help.
FILE
Login If the software is open but you are not logged in and a login window is not open, this will open a login win-dow for you.
Once you are logged in, if you have multiple accounts associated with your login, you can switch between them via the account number drop-down in the title bar of the window. This area also indicates whether you are in Live or Demo mode.
Demo Mode
FILE
You can log in to Live Mode or choose Demo instead and take advantage of using the software with real time data without the risk of making mistakes in your live account.
l Get familiar with all aspects of the software:
indicators, chart, confirmation messages, set-tings, etc.
l Practice entering orders quickly, including chan-ging share size, price, and execution venue.
l Observe the Market Depth information, the movement of Market Makers and ECNs.
l Correlate price movements on a stock with mar-ket or sector movements.
l Learn what momentum may look like in the Mar-ket Depth screen.
l Observe the different types of stocks and dif-ferent ways of trading based on spreads, volume, velocity, and momentum.
l Observe chart pattern formation.
NOTE: You should not determine the success rate of a trading strategy based on demo mode or sim-ulator performance. Orders placed in Demo mode are filled randomly, with no regard to price, so the fill rates have no resemblance to those you might experience in Live mode. Only use demo mode for learning the mechanics of the software. Balance and transaction data is not available in Demo mode.
Logout Use this to log out of your account but keep the soft-ware open. Useful if you want to switch between Live and Demo modes. Otherwise, you can choose Exit as described below or just click the X in the upper right corner of the StreetSmart Edge® window.
Save all Layouts and Settings
Once you set up your display and settings cus-tomized to your needs, you will want to save those changes. You have a choice of doing this manually by selecting Save all Layouts and Settings, or
FILE
below.
This menu item will be grayed out if you have auto-save enabled. If not, you will need to remember to manually save your layout changes by choosing this menu item before you log off.
See more onbacking up and restoring your settings and layouts
Save As... Back up your layout(s) and settings to either the Schwab server or to a local file.
Schwab Server - Save up to 5 layouts to the Schwab Server. When you click Save to Schwab Server, a window displays showing you all your server-saved layouts. Assign your backup a name in the Layout Name field and click Save. Delete saved layouts by clicking the X next to the layout you wish to delete.
Local File - To save more than 5 versions of your lay-outs and settings, save them locally. File names will default to include the date of the backup, or you can give them unique names of your choosing. If you use the same file name, it will overwrite the previously saved version of the same name.
See more onbacking up and restoring your settings and layouts
Load... Loads a saved backup either from the Schwab server or from a local file.
When you load a saved backup, your current layouts and settings will be temporarily backed up so that you can revert to your previous set-up if necessary.
See more onbacking up and restoring your settings and layouts
Undo Load... Use to revert back to the settings you were using before you loaded a saved layout.
See more onbacking up and restoring your settings and layouts
Exit Logs you out and closes the software.
SETTINGS
Settings Application settings may be changed here, including Global Settings,Account Settings,Trading Settings, News Provider Settings, andOption Chains Settings.
Server and Proxy Settings
Adjust Schwab server settings or set up a proxy server from this window. In most cases, you should not need to make any changes in this window unless instructed by a Schwab® Trading Services Rep-resentative.
Schwab.com Links to Schwab.-com
Links to Schwab.com, including education, account information, and much more.
HELP
Live Help Communicate directly with a Schwab Trading Ser-vices Representative without having to pick up the phone. Just open the Live Help window, type your question, and the representative will respond in real time.
It is important that you do not use the Live Help window in the Schwab trading platforms to request, authorize or effect the purchase or sale of any security or commodity, to send fund transfer instructions, or to effect any other transactions.
Any such requests, orders, or instructions that you send will not be accepted and will not be processed.
Help Manual Access online help, which includes links to training materials, as well as a full-text search, glossary, and more.
Getting Started Guide
Take a tour of StreetSmart Edge® and get an over-view of the features and tasks you can accomplish in the new flagship tool of the Schwab Trading Services software suite.
Learning Center Get access to the main educational and learning
HELP
StreetSmart Edge® Dis-closures
View all the disclosures related to your use of StreetS-mart Edge®.
Update Avail-able...
When this menu item is active, this indicates an update to your software is available. Open this at your convenience to update your software. A list of new features in the update are available in the Upgrade window.
System Inform-ation
This window shows basic information about your com-puter, such as the operating system, processor
speed, memory, and hard drive space.
About StreetS-mart Edge®
See which version of the software you have installed, as well as access the End User License Agreement, Copyright Notice, and Trademark Notice for the soft-ware.
Global Settings
Global settings affect the entire application rather than individual tools. Cus-tomize a variety of features in the General Settings sub-tab, and use the Display Themes sub-tab (coming soon) to change the overall look of your software.
TIP: You can set up and manage nicknames for your accounts by going to Schwab.com in theMain Menuand selecting Manage Account Nicknames.
General Settings
Save layout interval If checked, auto-save is enabled and your lay-outs and settings will automatically back up to your computer at a regular frequency. The default is every 5 minutes, but you can change to anything from 1 to 120 minutes.
See more onbacking up and restoring your set-tings and layouts
Inactivity logout Customize the amount of time that you wish to remain online before the software logs you off due to inactivity. The default setting is 1 hour, but you can change to between 1 and 8 hours.
Refresh Rate Controls the speed of the data to your display. If
General Settings
you have a slower processor, it may be helpful to reduce this rate. Move the pointer between Slow and Fast to control how many times per second your window refreshes. Slowest is every 1 second.
New Message beha-vior
Decide what you want the software to do when you get a new message:
l Show a system tray
notification: Displays the message or sub-ject of the message for 5 seconds in the lower right corner of your primary monitor.
Double-click the message in the notification to open theMessages tool.
l Bring the Message tool(s) to the front:
Makes the Messages tool the active window in your StreetSmart Edge® display.
l Do both of the above
Header Symbol Fields Enter the symbols you wish to display a quote for in the header of the StreetSmart Edge® window.
Displays the trade price, change from close, and
% change from close. Useful for keeping an eye on key stocks or indices.
Symbol Auto-Com-plete
Keep Use Symbol Auto Complete checked if you want the software to offer suggestions to choose from as you're typing a symbol. For instance, if you type AA, all the symbols that start with AA will display. Arrow down to the one you want and press Enter, or you can click on the symbol with your mouse.
Unchecking this setting will stop the symbol sug-gestions from displaying.
Animations When Change background color of grid cells to show tick direction is checked, the soft-ware will display a red or green background behind price values to indicate whether the stock is on the downtick or uptick, respectively.
Quick Launch Check to improve initial application startup
per-Display Themes
Light / Dark Choose between a light or a dark background theme. You can toggle between the Light and Dark choices and see how the change will affect your layout before adopting the change by click-ing Save. Changclick-ing your display theme will not override custom colors in individual tools.
Sounds
Events Click on the event you want to assign a sound to: Login, Logout, Live Order Entered, Order Filled, Order Cancelled.
Click Browse to select an audio file to use for the selected event. The software comes with sev-eral sounds from which to choose, or you can use .wav files of your own.
TIP: When choosing a file from the Browse dia-log, you can listen to it before choosing it by right-clicking on the file and selecting Play.
Otherwise, you can select the file, click Open, and press the button to hear the sound.
Account Settings
Determine settings related to your account from the Account tab in the main Set-tings menu.
Profit and Loss
Calculate Position Day Change P&L using:
Select whether to use the Close or Open price to calculate P&L change for the day.
Update Equities P&L during After Hours
When checked, allows you to choose Last Trade Price or Bid/Ask Price to cal-culate after hours P&L on equities. When
When checked, allows you to choose Last Trade Price or Bid/Ask Price to cal-culate after hours P&L on equities. When